CIK: 0000049969
Total reported value
$649.7M
Reporting period: 2026-03-31 · Number of holdings: 457
CIGNA INVESTMENTS INC /NEW disclosed 457 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $649.7M and a quarterly turnover rate of 16.2%.
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Cigna Investments INC /new's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 51 equally-sized positions, well below its 457 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.82), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim OMDA
0.0% -$11.1M
Trim MSFT
-1.3% -$8.4M
Add XOM
-1.4% $1.9M
Trim TSLA
-1.3% -$2.3M
Trim META
-1.1% -$2.0M
Add CVX
-1.5% $935.0K
Showing top 200 holdings (of 457 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMDA | Omada Health INC | Stock-Other | 6.66% | -1.18% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.03% | -0.08% | -1.27% | |
| 3 | AAPL | Apple INC | Stock-Tech | 5.38% | -0.15% | -2.40% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.60% | — | +3.69% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.00% | -0.96% | -1.28% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.93% | -0.15% | -1.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | -0.08% | -1.30% | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 2.09% | -0.13% | -1.22% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | -0.08% | -1.31% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.17% | -1.15% | |
| 11 | TSLA | Tesla INC | Stock-Consumer Disc | 1.54% | -0.23% | -1.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | +0.01% | -1.12% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.05% | -1.46% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | -0.12% | -1.23% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | +0.34% | -1.43% | |
| 16 | PRU 2.85 05-15-30 | Five Corners Fnd Tr Ii | Stock-Financials | 0.97% | — | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | +0.17% | -1.23% | |
| 18 | WMT | Walmart INC | Stock-Consumer Staples | 0.79% | +0.11% | -1.14% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.07% | -1.44% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | +0.12% | -0.98% | |
| 21 | RY | Royal Bank Of Canada | Stock-Financials | 0.62% | — | -1.61% | |
| 22 | NFLX | Netflix INC | Stock-Comm Services | 0.60% | — | -1.28% | |
| 23 | MA | Mastercard INC - A | Stock-Financials | 0.59% | -0.06% | -1.49% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.57% | +0.17% | -1.47% | |
| 25 | ABBV | Abbvie INC | Stock-Healthcare | 0.56% | — | -1.26% | |
| 26 | MU | Micron Technology INC | Stock-Tech | 0.55% | +0.11% | -1.01% | |
| 27 | ✓ | Total Energies Se | Stock-Other | 0.50% | +0.50% | NEW | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | — | -1.32% | |
| 29 | CAT | Caterpillar INC | Stock-Industrials | 0.48% | +0.11% | -1.65% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | — | -1.05% | |
| 31 | HD | Home Depot INC | Stock-Consumer Disc | 0.48% | — | -1.49% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | -0.07% | -1.20% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.04% | -2.60% | |
| 34 | CSCO | Cisco Systems INC | Stock-Tech | 0.45% | — | -0.99% | |
| 35 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.44% | — | -2.66% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | — | -1.18% | |
| 37 | GE | General Electric | Stock-Industrials | 0.43% | — | -1.45% | |
| 38 | AMAT | Applied Materials INC | Stock-Tech | 0.40% | +0.11% | -2.64% | |
| 39 | SHOP | Shopify INC - Class A | Stock-Tech | 0.40% | -0.11% | -0.46% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.39% | +0.09% | -1.60% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.38% | — | -1.41% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | — | -1.05% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.09% | -0.99% | |
| 44 | GS | Goldman Sachs Group INC | Stock-Financials | 0.37% | — | -1.41% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.05% | -2.44% | |
| 46 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.36% | -0.06% | -1.31% | |
| 47 | GEV | GE Vernova INC | Stock-Industrials | 0.35% | +0.10% | -2.35% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.34% | — | -0.62% | |
| 49 | UBS | UBS Group AG | Stock-Financials | 0.33% | -0.05% | -0.29% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.05% | -1.24% |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+22.6%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 457 | $649.7M | 16 | |
| 2025-12-31 | 463 | $693.4M | 13 | |
| 2025-09-30 | 473 | $709.8M | 34 | |
| 2025-06-30 | 455 | $587.7M | 0 | |
| 2025-03-31 | 443 | $538.3M | 100 | |
| 2024-12-31 | 458 | $572.5M | 0 | |
| 2024-09-30 | 468 | $567.9M | 0 | |
| 2024-06-30 | 446 | $540.3M | 0 | |
| 2024-03-31 | 463 | $531.4M | 0 | |
| 2023-12-31 | 442 | $486.4M | 0 | |
| 2023-09-30 | 422 | $438.8M | 0 | |
| 2023-06-30 | 459 | $539.3M | 0 | |
| 2023-03-31 | 454 | $503.2M | 0 | |
| 2022-12-31 | 452 | $481.4M | 0 | |
| 2022-09-30 | 433 | $452.3M | 0 | |
| 2022-06-30 | 456 | $502.9M | 0 | |
| 2022-03-31 | 592 | $814.7M | 0 | |
| 2021-12-31 | 652 | $1.3B | 0 | |
| 2021-09-30 | 737 | $1.3B | 0 | |
| 2021-06-30 | 750 | $1.4B | 100 | |
| 2021-03-31 | 769 | $1.5B | 17 | |
| 2020-12-31 | 733 | $1.3B | 23 | |
| 2020-09-30 | 636 | $1.0B | 24 | |
| 2020-06-30 | 765 | $1.1B | 42 | |
| 2020-03-31 | 605 | $776.6M | 27 | |
| 2019-12-31 | 647 | $945.1M | 18 | |
| 2019-09-30 | 665 | $968.8M | 16 | |
| 2019-06-30 | 668 | $921.3M | 22 | |
| 2019-03-31 | 690 | $903.9M | 58 | |
| 2018-12-31 | 721 | $1.2B | 11 | |
| 2018-09-30 | 740 | $1.2B | 19 | |
| 2018-06-30 | 731 | $1.4B | 20 | |
| 2018-03-31 | 822 | $1.5B | 14 | |
| 2017-12-31 | 891 | $1.5B | 10 | |
| 2017-09-30 | 883 | $1.5B | 11 | |
| 2017-06-30 | 837 | $1.5B | 15 | |
| 2017-03-31 | 749 | $1.5B | 53 | |
| 2016-12-31 | 704 | $917.8M | — |
Cigna Investments INC /new's most significant position changes for 2026-03-31: New buy: Total Energies Se; Sold out: Cyberark Software LTD; Trim: Omada Health INC (OMDA) — shares 0.00%; Trim: Microsoft CORP (MSFT) — shares -1.28%; Trim: Exxon Mobil CORP (XOM) — shares -1.43%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -1.43% | Trim |
| 2 | CVX | Chevron CORP | +0.2% | -1.47% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.2% | -1.23% | Trim |
| 4 | COST | Costco Wholesale CORP | +0.1% | -0.98% | Trim |
| 5 | AMAT | Applied Materials INC | +0.1% | -2.64% | Trim |
| 6 | CAT | Caterpillar INC | +0.1% | -1.65% | Trim |
| 7 | MU | Micron Technology INC | +0.1% | -1.01% | Trim |
| 8 | WMT | Walmart INC | +0.1% | -1.14% | Trim |
| 9 | CNQ | Canadian Natural Resources | +0.1% | -1.03% | Trim |
| 10 | GEV | GE Vernova INC | +0.1% | -2.35% | Trim |
| 11 | LRCX | Lam Research CORP | +0.1% | -1.60% | Trim |
| 12 | SNDK | Sandisk CORP | +0.1% | +2.48% | Add |
| 13 | SU | Suncor Energy INC | +0.1% | -1.91% | Trim |
| 14 | COP | Conocophillips | +0.1% | -3.00% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.12% | Trim |
| 16 | BAC | Bank Of America CORP | 0% | -2.60% | Trim |
| 17 | SPOT | Spotify Technology S.A. | 0% | -1.25% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | -0.1% | -1.46% | Trim |
| 19 | IBM | Intl Business Machines CORP | -0.1% | -1.24% | Trim |
| 20 | UBS | UBS Group AG | -0.1% | -0.29% | Trim |
| 21 | WFC | Wells Fargo & Co | -0.1% | -2.44% | Trim |
| 22 | ADBE | Adobe INC | -0.1% | -3.34% | Trim |
| 23 | ACN | Accenture plc | -0.1% | -2.73% | Trim |
| 24 | COF | Capital One Financial CORP | -0.1% | -3.50% | Trim |
| 25 | MA | Mastercard INC - A | -0.1% | -1.49% | Trim |
| 26 | UNH | Unitedhealth Group INC | -0.1% | -1.31% | Trim |
| 27 | NOW | Servicenow INC | -0.1% | -0.69% | Trim |
| 28 | BSX | Boston Scientific CORP | -0.1% | -1.71% | Trim |
| 29 | QCOM | Qualcomm INC | -0.1% | -0.72% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.1% | -1.44% | Trim |
| 31 | PLTR | Palantir Technologies Inc-a | -0.1% | -1.20% | Trim |
| 32 | NVDA | Nvidia CORP | -0.1% | -1.27% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.30% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | -1.31% | Trim |
| 35 | APP | Applovin Corp-class A | -0.1% | — | Unchanged |
| 36 | INTU | Intuit INC | -0.1% | -1.58% | Trim |
| 37 | ORCL | Oracle CORP | -0.1% | -0.99% | Trim |
| 38 | CRM | Salesforce INC | -0.1% | -3.70% | Trim |
| 39 | AU | AngloGold Ashanti plc | -0.1% | -69.28% | Trim |
| 40 | SHOP | Shopify INC - Class A | -0.1% | -0.46% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -1.23% | Trim |
| 42 | AVGO | Broadcom INC | -0.1% | -1.22% | Trim |
| 43 | AAPL | Apple INC | -0.2% | -2.40% | Trim |
| 44 | AMZN | Amazon.com INC | -0.2% | -1.25% | Trim |
| 45 | META | Meta Platforms Inc-class A | -0.2% | -1.15% | Trim |
| 46 | TSLA | Tesla INC | -0.2% | -1.28% | Trim |
| 47 | MSFT | Microsoft CORP | -1% | -1.28% | Trim |
| 48 | OMDA | Omada Health INC | -1.2% | — | Trim |
| 49 | ✓ | Total Energies Se | — | NEW | New buy |
| 50 | ✓ | Cyberark Software LTD | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-20 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-22 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-28 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-17 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-22 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-23 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-01 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-10 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-17 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-11 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-04 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-07 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-06 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-09 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-26 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-11 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-01 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-15 | 13F-HR | View on EDGAR |
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